LATASH INVESTMENTS, LLC

RIASEC RegisteredEst. 2003

Total AUM

$1.7B

Discretionary

$1.3B

75% of AUM

Avg account

$248M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ANCHORAGE, Alaska
CRD number: 128012
Registered since: September 5, 2003
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FHLB DES MOINES
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations59.19%
Banking / Thrift Institutions24.73%
HNWI16.08%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Latash Investments, LLC is a U.S.-registered investment adviser that has been SEC-registered since 2003 and is structured as a limited liability company. The firm is classified in the data set as a Real Estate Fund but serves both individual/family and institutional clients. Advisory services emphasize portfolio management across individuals/small businesses, pooled vehicles, and institutions, and the firm also performs selection-of-adviser duties. Fee arrangements include both percentage-of-AUM and fixed-fee models. Latash was named a CNBC Top 100 Financial Advisory Firm in 2019. Operationally the firm lists accounting among its business activities. The firm is not positioned as an ESG investor and is not identified as a multi-state adviser in the available records.